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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK4 years Service code 15 · EIN 45-0283315 | Recordkeeping | $63,694 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,901 | $63,114+56.7% | $92,909+6.4% | $65,185+51.7% |
| Participation rate | 85.5% | 68.8%+16.7pp | 76.0%+9.5pp | 70.2%+15.3pp |
| Annual return | 23.07% | 28.75%-5.7pp | 109.44%-86.4pp | 29.38%-6.3pp |
| Employer contribution / active EE | $653 | $2,571-74.6% | $3,653-82.1% | $2,177-70.0% |
| Participant deferral / active EE | $3,095 | $3,108-0.4% | $4,238-27.0% | $3,514-11.9% |
| Admin fee / account holder | $263 | $624-57.8% | $5,795-95.5% | $847-68.9% |